HODL1 Launches 'AI Management Agent' AI Lecture Plan

HODL1 Inc. has launched the 'AI Lecture Plan' as an introductory version of its 'AI Management Agent'. Alongside this, the company has also released a service page detailing the features, benefits, implementation process, and pricing of the 'AI Management Agent', which we are pleased to announce.

## 1. Background of the AI Lecture Plan Launch

While interest in generative AI and AI agents is growing, many companies face challenges in determining how to apply AI to actual operations, which tasks to prioritize, and how to foster internal understanding.

In particular, back-office functions such as accounting, finance, management, and internal audit still involve significant manual work—including verification, reconciliation, data entry, and record-keeping—despite the adoption of tools like accounting software, expense and invoicing SaaS platforms, approval workflows, Slack, and Google Workspace.

Drawing on its practical experience of implementing and operating AI agents within its own management processes as a publicly listed company, HODL1 has introduced the 'AI Lecture Plan' to support businesses. Rather than immediately outsourcing system development, this plan enables executives and managers to directly use AI agents and identify applicable areas within their own operations.

## 2. What the AI Lecture Plan Offers

The AI Lecture Plan is a standalone offering, not contingent on full adoption of the 'AI Management Agent'. Its goal is to help clients understand what is possible with the service and identify potential applications within their own operations. Through interactive and hands-on sessions, it supports:

- Setting up the AI agent usage environment

Configuring the environment so that non-engineer executives and managers can use the AI agent directly.

- Identifying priority areas for AI utilization

Supporting executives and managers with deep operational knowledge to explore how AI agents can be used in accounting, finance, management, and internal audit to identify high-impact use cases.

- Concretizing implementation scenarios

Mapping out how AI can be integrated based on existing SaaS tools, internal data, and business workflows.

- Implementing operational improvements

Providing support to apply AI agents for actual business improvements. This plan is designed for companies that want to first understand how AI can be applied in-house before proceeding to external development or full-scale implementation.

## 3. Difference Between 'AI Management Agent' and 'AI Lecture Plan'

The 'AI Management Agent' is an implementation support service that designs, builds, and operates AI agents tailored to a company’s actual workflows and SaaS tools. It supports daily tasks such as data collection, verification, reconciliation, notifications, and record-keeping in management, accounting, finance, and internal audit.

In contrast, the AI Lecture Plan is designed to help companies understand the potential of AI agents and organize applicable use cases within their operations. It does not require full-scale implementation and is targeted at companies seeking to first understand what AI can do.

Companies looking to clarify their AI strategy should start with the AI Lecture Plan, while those with clear challenges and target processes can begin with consultation for the AI Management Agent.

## 4. Features of the 'AI Management Agent'

The 'AI Management Agent' enhances and streamlines management operations by having AI support the 'bridging tasks'—manual work that remains between systems—without replacing existing systems.

- Can be implemented while continuing to use existing systems

Utilizes accounting software, expense and invoicing SaaS, approval workflows, Slack, Google Workspace, etc., without requiring replacement.

- AI supports manual tasks between systems

AI agents assist with input, verification, reconciliation, data entry, and record-keeping—tasks that cannot be fully automated with existing systems alone.

- Daily organization of information for management decisions

Daily verification and organization of received invoices, expense reports, payment schedules, bank balances, approvals, contracts, and supporting documents into a format usable for management decisions.

- Based on real-world implementation experience at a listed company

Built upon the infrastructure HODL1 has developed and operated in its own management operations, delivered in a practical, operationally relevant manner.

## 5. Recommended Target Companies

The 'AI Management Agent' is recommended for the following types of companies: (1) listed companies, (2) companies preparing for listing or mid-sized enterprises, and (3) SaaS providers, particularly those facing the following challenges:

- Unclear on how to begin AI adoption

Want to use AI agents but unsure where to start.

- High volume of manual work in back-office operations

Spending significant time on verification, reconciliation, data entry, and document creation in accounting, finance, management, and internal audit.

- Underutilization of existing SaaS tools

Despite having implemented accounting software or expense/invoicing SaaS, manual effort is still required for system integration and verification.

- Need faster access to management metrics

Seeking to streamline monthly closing and management reporting to access decision-critical information more quickly.

## 6. Service Offerings

The 'AI Management Agent' primarily targets the following four areas:

- Management Dashboard

Aggregates sales, costs, inventory, and KPIs into a unified interface, enabling real-time decision-making and adjustments. The AI agent also provides advice on bottleneck analysis and strategic decisions.

- Journal Entry Integration

Organizes approved journal entries from expense reports and invoices and supports integration with accounting software, helping prevent double entries and reduce verification workload.

- Consolidated Financial Statements

Supports the entire monthly consolidation process, including trial balance data collection, account mapping, consolidation entries, and preparation of consolidated balance sheets and income statements.

- Internal Audit Support

Cross-checks regulations, approvals, contracts, supporting documents, and accounting data to assist in collecting materials and performing checks required for internal audits. Aims to reduce the burden of record-keeping and audit preparation.

## 7. Future Outlook

HODL1 will continue to provide opportunities through the AI Lecture Plan for companies to understand the potential of AI agents and organize implementation themes within their operations.

Additionally, through the 'AI Management Agent', the company will support the streamlining of management operations, visualization of management metrics, and efficient internal control and audit responses.

Going forward, HODL1 will continue leveraging its in-house accumulated operational expertise to support advanced management using AI agents for listed companies, mid-sized enterprises, IPO candidates, and SaaS providers.

■ 'AI Management Agent' Service Page

https://hodl1.jp/ai-management/

■ Inquiries

For inquiries about this service, please contact us via the link above.

■ Company Overview

Company Name: HODL1 Inc.

Headquarters: Minato City, Tokyo

Representative: Hiroki Tahara, CEO

Stock Code: 2345 (Tokyo Stock Exchange Standard Market)

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